Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations
The Family/household page provides a nice tree of relationships for dependents. However, when the other members become clients it creates a conflict and we must move them to a seperate contact or the head of household for children overrides address contact fields. We then must use Memberships page- which has NO easy view.
I am asking that all relationships show on the family page regardless of dependent status by having a dependent option on setup. The view would be maintained including parents grandparents kids inlaws etc. But contact data could be dependent on head of household or not dependent based on that option.
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
Here we are, nearing the end of 2019 and this suggestion with over 1K votes is still not implemented and doesn't even have a schedule to be. In the meantime, several other things have that didn't even half the votes as this does... so confused!!!
As of 10/25/2019 we're up to 1055 votes for this issue that's been here since 2017. What does it take to get some movement on this????
Last time I commented (Aug-Sept 2018) this feedback had 408 votes, it's now 944 as of 6/20/19. It's obviously a desired item. What's the holdup?
Scott Crane commented
Currently we have to add professional contacts in two places (memberships & professional contacts) and family in two places (family & memberships). We should only have to add contacts in one place, and we should be able to view all contacts in one place without having to run a report.
This could be done with a simple Contacts or Relationships section. Showing Family, Extended Family, Friends, and Professional/Business Contacts.
Having to manually run a report and then then have to go manually retrieve a report isn't worth while until an extensive project on data analyse is underway and this is almost never the case.
The ability to view family, professional, and membership connections from the CRM profile would be very valuable. Being able to view these details at a glance would be beneficial while dealing with a client "live" whether in person or on the phone. These brief glaces at these details often act as reminders on topics of conversation or relevant family updates that would likely be brought up during that conversation.
For example, sometimes a client refers to a person by name but it would be rude or impersonal to not already know that this person is either a son or a late husband or even an attorney they've been working with..
Family Screen - Add Memberships and Professional Relationships as boxes below Family Tree
It would be nice to see everyone involved with the family in one place, CPA, Attorney, Brother, Sister, Parents, Grown Children with their own family trees etc.
Anonymous shared this idea · Aug 21, 2015 · Flag idea as inappropriate…
COMPLETED · michelle.machiri responded · Dec 14, 2015
Thank you for your feedback! you can see everyone involved with the family in one place by running a Membership Report that can be found in the contact Options, and in Common Tasks withing a contact record! Here is a link that will help you with that.
Should you need help running it, contact our support team at firstname.lastname@example.org
Thank you for choosing Redtail!
Comments are closed
Michael Good commented · November 20, 2015 10:14 AM · Flag as inappropriate
Better still, set up the tree so that various relationships can be added or removed from the tree. My employer would like to see a tree for referrals (see idea http://feedback.redtailtechnology.com/forums/281220-redtail-tailwag/suggestions/9692067-create-a-referral-tree-where-multiple-generations); a tree with customized/changeable relationships would be a very powerful tool for many of us.
Julia commented · July 20, 2015 10:22 AM · Flag as inappropriate
Please add the ability to show the memberships that are family as a family tree that is easy to access (from the contact page). It is vital to be able to see family connections when working in the CRM.
Maybe include a "Copy to a Contact" option in the drop down from each contact detail.
Shared family contact information would be fantastic. This would hopefully help to minimize errors when updating multiple clients/profiles when a whole family moves to the same address. Or at least have an option to choose whether a contact detail is an individual contact (such as a cell phone number) or a shared, family contact (a family residence or vacation home).
Marc Pitts commented
I completely agree! The membership section is too hard to access. I would love to be able to see the whole family tree easily without messing up my ability to treat extended family and adult children as independent households.
Great idea...we're doing exactly the same and it seems like RT is so close with existing contact data. Or, RT integration to family tree software...Ancestry.com or ?
AnnMarie Hoerr commented
Our office uses the Family section to keep track of Family relationships of children (dependents & grown), parents, siblings etc. Currently, if a child, parent, or sibling is a client, a second record is required in order to link information under a "Family" other than their own. For business purposes, it would be great to be able to link their name, date of Birth and Social Security number.
Can you work on having one entry possibly per social security number allowing certain client data to link with another client record under "Family"? It would be great to be able to print a Family list. The list could go as far as categories.
Children - Minor Child / Adult Child
Brother in law
Daughter in law
Father in law
mother in law
This is a significant oversight that has been ignored long enough. Redtail should not be determining how we service a family. Please get feedback from actual financial representative before determining the logic of these features! THIS NEEDS TO ADDRESSED ASAP!
Scott Crane commented
Remove the Memberships section and expand the Family section, so that on one page it is divided into the following segments:
1. Immediate Family (keep the family name section here)
2. Extended Family
4. Business/Professional Relationships
We should not have to click several different places to find out who are client is related to. It makes for a more complicated user experience. Why not have have everything in one location. Less clicks the better.
This doesn't need to be revisted as much as it needs to be VISITED! 408 votes here that this item needs to be improved. What is the holdup?
Dennis Shao commented
Can this suggestion be revisited? The advisor is amassing more clients from referrals and often it is from extended family members. Kids are also getting older with their own accumulated capital and returning to the firm as clients. There needs to be a way to track lineage as well as total family accounts. In other words, the advisor services each family household independently but for maintaining relationships should be able to identify family members (e.g. grandparents, parents, kids, grandkids, etc.) As a CRM I think the next development phase is taking this into consideration as an enhancement for advisors who are operation more as a family office. Currently, the only option is to export reports into Excel.
In addition, when viewing accounts under the option "Show Family Accounts", perhaps there is a way to actually list out the first name of the account owner instead of just "family". Or just partition the account page to show accounts under each owner like you have organized for "Close Accounts" etc.
Would like a family tree function to indicate who's related to who but not necessarily within the same immediate family unit/household. In our office, we try not to include children in the family name function unless they're minors but we have large family networks in our clientele who frequently hold appointments in the office at the same time. Some names are very generic so when a client says that he and his mother/aunt/cousin/grandchild/nephew/etc are coming in for a review together, it's difficult to search and locate names/profiles in order to add them to a calendar event.
Include non-dependents as family-tree members. POA, Siblings, parents, grown children, grand children, aunts and uncles, etc
Lucy Curiel commented
Most of our clients are elderly so we handle their family accounts for many generations. We should be able to add all family members to the family link vs. memberships. The membership feature is not easily accessible and seems to be more for linking CPAs, attorneys, etc. to clients.
Correna Pedley commented
I agree! It is irritating to have to add extended and adult family members under the membership tab. Maybe divide the family tab into two sections, the single household structure as well as a related family.
Michael A Critchfield commented
Make this a priority! I just ran into a situation where the grandparent passed and they had 529 plans for there grand-children. I thought all of the grandchildren belonged to one of the daughters and sent her the paperwork to process the change. WRONG, one grandchildren belonged to the other daughter. There is no way for me to track that effectively. Make the Family tree better and add the ability to add family trusts and family businesses for the structure. Dont tell me to use memberships for this.